Unclaimed
David Deblass is a financial advisor with Edward Jones, a firm with offices in Williamsburg, Virginia and St Louis, Missouri. David has been a financial advisor since 1987 and has been with Edward Jones since 2018. David is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). He has a strong background in the financial services industry. David holds Series 7, 63, 66, and SIE licenses. He provides financial planning, investment advice, and retirement planning services to individuals and families. He specializes in retirement planning, estate planning, and college savings. David is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
VA
04/10/2018 - Present
Edward Jones (WILLIAMSBURG VA)
NJ
03/27/1998 - 07/25/2006
HARTFIELD, TITUS & DONNELLY, LLC (JERSEY CITY NJ)
NJ
06/13/1997 - 03/15/1998
R.W. SMITH & ASSOCIATES, INC. (JERSEY CITY NJ)
NY
03/25/1996 - 04/25/1997
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NY
03/04/1996 - 04/01/1997
CANTOR FITZGERALD PARTNERS (NEW YORK NY)
NY
03/01/1993 - 02/28/1996
J.J. KENNY DRAKE, INC. (NEW YORK NY)
NY
01/25/1991 - 05/24/1991
CANTOR FITZGERALD FIXED INCOME BROKERS, INC. (NEW YORK NY)
NA
01/22/1987 - 01/25/1991
CANTOR, FITZGERALD MUNICIPAL BROKERS, INC.
BOTH
Issued 03/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1987
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Deblass is the right advisor for you? Invested Better is here to help.